1924
Hannis Taylor Bourgeois, CPA begins his practice
Opens office on 4th floor of the Roumain Building in downtown Baton Rouge.
Louis Bonnecaze, CPA, Hannis’ half-brother, joins the firm.
1936
1942
Growth
The firm moves from 4th floor to 6th floor of Roumain Building as business grew.
Lee Whatley is admitted as a Partner in the firm.
1967
1974
Hannis T. Bourgeois Retires
Louis Bonnecaze is named Managing Partner.
Randy Bonnecaze joins the firm as a Partner.
Firm consists of partners Louis Bonnecaze, Lee Whatley, and Randy Bonnecaze, accounting professionals Walter Paine and Mert Yonge, and two secretaries.
Industry Expansion
Joe Richard joins HTB, servicing financial institutions and banks in Louisiana.
Ronnie Stamper joins HTB, servicing construction companies in Louisiana.
1976
1978
Industry Expansion
Fernand “Ferdie” Genre joins HTB, servicing governemental entities in Louisiana.
Leadership & Further Expansion
Randy Bonnecaze is named Managing Partner of HTB.
HTB office moves from downtown Baton Rouge to its current office on Tremont Drive in Baton Rouge.
1979
1981
Industry Expansion
Steve Huggins joins HTB, servicing automotive dealers in Louisiana.
Monica Zumo is admitted as the first female partner of the firm.
1990
1999
75th Anniversary
Firm consists of over fifty employees and two offices.
Leadership
Monica Zumo is named Managing Partner of HTB.
2011
2013
Growth
HTB practice expands with a second office in New Orleans, LA.
Leadership
Jay Montalbano is named Managing Partner of HTB.
2020
2022
Growth
HTB practice expands with a third office in Hammond, LA.
Growth
HTB practice expands with a fourth office in Alexandria, LA.
2023
2024
Celebration of 100 Years
HTB reaches benchmark of serving Louisiana for 100 Years.
1924 Fund Established
The 1924 Fund was established by HTB employees. Click here for more details.
2025
OUR HISTORY
Proudly Serving Louisiana Since 1924
Baton Rouge
HTB Wealth Advisors
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